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| CMH Wealth Management LLC
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|---|---|
| CRD # | 150138 |
| SEC # | 801-70154 |
| CIK # | 0001657516 |
| AUM | 813.4 M (2026-05-19) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 603-379-8161 |
| Address | 100 Market Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 31.8 | ||
| Microsoft Corp | 27.7 | ||
| Apple Inc | 25.2 | ||
| Amazon Com Inc | 21.4 | ||
| Palo Alto Networks Inc | 19.5 | ||
| Lilly Eli & Co | 17.3 | ||
| Boeing Co | 15.5 | ||
| Broadcom Inc | 13.7 | ||
| GS Acquisition Holdings Corp | 12.7 | ||
| GE Vernova Inc | 11.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 51.4 |
| (b) Individuals (high net worth individuals) | 193 | 732.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 704 | 813.4 |
| By Discretionary | ||
| Discretionary | 704 | 813.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 704 | 813.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 813.4 | |
| Total | 704 | 813.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001657516] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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